After each Meeting Owen James publish 'The Findings', a document that encapsulates and shares the key issues and topics discussed on the day.
Each section below summarises the different roundtable sessions and covers an array of industry driven topics.
The Findings are listed in Event date order, but don't just look for an event you attended, explore the research facility that gives you access to topics addressed at all our other Meetings – past and present.
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Future Proofing Your Business - Growing Your Book Up The Wealth Curve
Expert: Heather Christie, Head of the UK Adviser and Platform Sales Team, Blackrock Investments and Ben Roberts, MPS Manager, Transact Adviser Facilitator: Paul Miles, Founder, Silverback Consulting
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
CommunicationDigital mediaFinancial AdvisoryGoals-based planningMarket TrendsTechnology